+148.3%
VLO vs VGT
+34.0%
+114.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -1.0% |
| 7D | +4.0% | -1.0% | +5.0% | +3.9% |
| 30D | +19.0% | -0.4% | +19.4% | +19.0% |
| 3M | +50.0% | +6.6% | +43.4% | +50.1% |
| 6M | +79.1% | +31.0% | +48.1% | +82.0% |
| YTD | +140.3% | +27.2% | +113.0% | +143.7% |
| 1Y | +148.3% | +34.5% | +113.9% | +157.1% |
| All | +148.3% | +34.0% | +114.3% | +157.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VGT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling